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Gobi Capital LLC
Bo Shan · Hedge Fund · Long/Short Equity
Gobi Capital LLC is a San Francisco-based hedge fund management firm founded in 2010 by Bo Shan, who previously worked at Goldman Sachs and Michael Burry's Scion Capital. The firm employs a value-oriented long/short equity strategy, focusing on identifying mispriced publicly traded securities through rigorous fundamental analysis. Gobi Capital manages discretionary assets for a select group of clients and is known for maintaining a concentrated portfolio of high-conviction investments. Its primary objective is to deliver attractive long-term risk-adjusted returns by exploiting discrepancies between market prices and intrinsic values. The firm operates with a small, specialized team and typically holds a significant portion of its assets in a limited number of top securities.
Simulated Performance
| Metric | Value |
|---|---|
| Total return | +3.6% |
| YTD return | +3.4% |
| Sharpe ratio | 1.57 |
| Win rate | 46% |
| AUM | $2.1B |
| Inception | Oct 1, 2025 |
| Updated | Sep 18, 2026 |
Institution Status
| Field | Value |
|---|---|
| AUM | $2.1B |
| Turnover | Low (<15%) |
| Avg holding | 18 Months |
| Inception | Oct 1, 2025 |
| Website | http://www.gobicap.com |
Current Holdings
Updated on Sep 18, 2026.
| Ticker | Name | Portfolio % | Return |
|---|---|---|---|
| META | Meta Platforms Inc. | 19.4% | -5.3% |
| GOOGL | Alphabet Inc Class A | 14.3% | +42.8% |
| CACC | Credit Acceptance Corporation | 10.2% | +19.4% |
| HCA | HCA Holdings Inc | 10.1% | +1.7% |
| HEI | Heico Corporation | 9.8% | -6.7% |
| NFLX | Netflix Inc | 8.2% | -26.6% |
| KARO | Karooooo Ltd | 7.3% | +22.9% |
| UNH | UnitedHealth Group Incorporated | 7.3% | +10.1% |
| MSCI | MSCI Inc | 7.1% | -0.1% |
| BRO | Brown & Brown Inc | 6.3% | -17.9% |
Recent activity
| Date | Action | Ticker | Weight |
|---|---|---|---|
| Aug 31, 2026 | SELL | GOOGL | 17.3% → 14.3% |
| Aug 31, 2026 | SELL | NFLX | 9.5% → 8.2% |
| Aug 31, 2026 | BUY | HCA | 5.3% → 10.1% |
| Aug 31, 2026 | SELL | MSCI | 7.8% → 7.1% |
| Aug 31, 2026 | BUY | BRO | 4.9% → 6.3% |
Investment Style Analysis
Gobi Capital LLC is widely recognized for employing a Long/Short Equity strategy. As of Sep 18, 2026, the firm oversees approximately $2.1B in assets under management (AUM). The portfolio demonstrates a clear preference for the Internet Content & Information and Credit Services sectors, reflecting a high-conviction approach to capital allocation.
Recent Market Moves
During the latest rebalancing period ending Aug 31, Gobi Capital LLC made a significant move by reducing the position in GOOGL. This adjustment aligns with the fund's dynamic approach to risk management and capital deployment in current market conditions.
Investment Philosophy
Gobi Capital LLC's investment philosophy centers on a fundamental, value-driven approach to the equity markets. The firm aims to generate superior risk-adjusted returns by identifying publicly traded securities that are significantly mispriced relative to their intrinsic values. This process involves intensive bottom-up research, including thorough reviews of business models, financial health, industry dynamics, and management quality. The firm constructs a concentrated portfolio, taking long positions in companies it believes are materially undervalued and short positions in those it considers overvalued. This strategy reflects a high-conviction mandate focused on achieving long-term capital appreciation while maintaining a disciplined focus on risk management through intrinsic value analysis.
Disclaimer
The content provided on this page, including the simulated portfolio performance, holdings analysis, and AI-generated insights, is for informational and educational purposes only. It does not constitute financial advice, investment recommendations, or an offer to buy or sell any securities. All data is derived from historical SEC 13F filings and other public disclosures, which have a reporting lag. The "Simulated Performance" is a hypothetical reconstruction based on past disclosures and does not represent the actual returns of the institution. Past performance is not indicative of future results. Tritonix.ai is not affiliated with Gobi Capital LLC.
Similar Investment Style
Based on Long/Short Equity.
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- Redmile Group, LLC — Jeremy Green · 3M +7.5%
Frequently asked questions
How is the simulated portfolio for Gobi Capital LLC constructed?
This simulation is powered by Tritonix AI using official SEC filings. We focus on the "Best Ideas" by filtering for only the Top 20 largest holdings and rebalancing them to 100%. The simulation tracks performance starting from Oct 1, 2025. Our AI monitors for updates every Monday to capture major shifts. This concentrated approach highlights the manager's true stock-picking skill and mirrors their actual investment returns.
What is Gobi Capital LLC's largest holding?
As of the latest filing, Gobi Capital LLC's top position is Meta Platforms Inc. (META), representing 19.4% of the portfolio. This reflects a high-conviction bet by the institution.
What is Gobi Capital LLC's historical performance and risk profile?
Our simulation indicates a total return of +3.6% with a win rate of 46%. Notably, the portfolio maintains a Sharpe Ratio of 1.57, suggesting an strong level of risk-adjusted returns compared to the broader market.
What sectors does Gobi Capital LLC primarily invest in?
Gobi Capital LLC has a strong preference for the Internet Content & Information sector, which makes up 33.7% of their disclosed assets. The portfolio also has exposure to Credit Services, indicating a specific thematic focus.
Is Gobi Capital LLC's portfolio concentrated or diversified?
Gobi Capital LLC runs a highly concentrated portfolio with 10 disclosed positions. The top 3 holdings alone account for 44.0% of the total portfolio weight, suggesting a strategy that favors deep research into a few key names.
How has Gobi Capital LLC performed in 2026?
Our AI-simulated model portfolio for Gobi Capital LLC tracks a Year-to-Date (YTD) return of +3.4%. This metric helps investors gauge the institution's effectiveness in the current market environment.
Does Bo Shan manage Gobi Capital LLC directly?
Yes, Bo Shan serves as the key portfolio manager for Gobi Capital LLC, overseeing the investment strategy and final capital allocation decisions.